
iShares U.S. Real Estate ETF
$102.39−0.79 (−0.77%)
- 0.37%
- $3.99B
- +10.5%
- 2.31%
- 5.58M sh
- low $92.45high $108.17
The ETF.net IYR Grade
Score 56 out of 100
- 12 of 22
Score 56 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.C43 out of 100Rank 13 of 22Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C49 out of 100Rank 15 of 22Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A96 out of 100Rank 1 of 22Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D39 out of 100Rank 16 of 22Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A78 out of 100Rank 3 of 22
Our read on IYR
In short
BLaunched in 2000, IYR is one of the original one-ticker bets on U.S. real estate: REITs plus the developers, managers and property agencies that pure-REIT funds skip. Heavily traded, sector-median price.
Stated mandate
The fund seeks to track an index composed of U.S. equities in the real estate sector.
Why people hold it
Worth knowing
IYR Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Nov 9, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | IYR |
|---|---|
| Year to date | +11.6% |
| 1 month | +7.4% |
| 3 months | −0.7% |
| 1 year | +10.5% |
| 3 years | +12.8% |
| 5 years | +1.3% |
| 10 years | +6.4% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | IYR |
|---|---|---|
| 2026 YTD | +11.6% | |
| 2025 | +3.4% | |
| 2024 | +4.4% | |
| 2023 | +11.9% | |
| 2022 | −25.5% | |
| 2021 | +38.7% | |
| 2020 | −5.3% |
IYR in the news
IYR Dividends
- 2.31%
- $2.39
- $0.74 per share
- Quarterly
Distribution history
IYR Risk
- 16.5%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.53
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −33.7%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.98
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
IYR Cost
Overpaying vs SCHH, cheapest in US Real Estate
$6,033
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
IYR 0.37%
$7,513
SCHH 0.07% Cheapest
$1,480
Cost over time
Year by year
| Year | IYR | SCHH | Overpaying |
|---|---|---|---|
| 10 | $670 | $128 | $542 |
| 20 | $2,590 | $503 | $2,087 |
| 30 | $7,513 | $1,480 | $6,033 |
Other funds in US Real Estate
- BRDOGALPS REIT Dividend Dogs ETFExpense ratio 0.35%1 year return +15.4%
- BKBWYInvesco KBW Premium Yield Equity REIT ETFExpense ratio 0.35%1 year return +18.7%
- CREZiShares Residential and Multisector Real Estate ETFExpense ratio 0.48%1 year return +16.4%
- CRSPRInvesco S&P 500 Equal Weight Real Estate ETFExpense ratio 0.40%1 year return +9.3%
- CPPTYUS Diversified Real Estate ETFExpense ratio 0.53%1 year return +13.0%




